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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,979 | $135,956-73.5% | $123,894-71.0% | $273,972-86.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.26% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $3,567 | $5,170-31.0% | $4,617-22.7% | $4,869-26.7% |
| Participant deferral / active EE | $7,688 | $6,343+21.2% | $5,984+28.5% | $5,287+45.4% |
| Admin fee / account holder | $141 | $9,817-98.6% | $8,357-98.3% | $10,133-98.6% |